SCDGX Mutual Fund

SCDGX Mutual Fund

NAV$41.21
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Returns Overview

1 Month
+3.16%
3 Months
+2.33%
6 Months
+14.65%
YTD
+14.11%
1 Year
+22.40%
3 Years (annualized)
+18.33%
5 Years (annualized)
+11.34%
10 Years (annualized)
+13.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCDGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.11%
Peer Avg (YTD)
+11.21%
vs Peers
+2.89%

SCDGX Mutual Fund Performance

SCDGX performance across multiple time periods: 1-month 3.16%, YTD 14.11%, 1-year 22.40%, 3-year 18.33%, 5-year 11.34%, 10-year 13.99%.

SCDGX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

SCDGX vs another fund shows side-by-side returns. SCDGX alternatives are available in the Mutual Fund Screener.